Investing and brokerage services for U.S. expatriates

We understand that as an American living outside the U.S., there are some difficult challenges. That's why we aim to make the financial transition as smooth as possible. Schwab's account solutions allow expats to invest in U.S. markets while living abroad, access U.S. dollar–based accounts, and provide reporting for U.S. tax filing.

Why choose Schwab for U.S. expat investing?

Whether you're newly abroad or a long-time expat, Schwab makes U.S. expat investing easier and can offer support such as:

  • Access to a range of investments in the U.S. market, including stocks, bonds, and ETFs.
  • Global access to your funds and customer support.
  • Expert investment advice and guidance.

U.S.-based professional support

The investment professionals can help guide you through the account opening process and answer your questions. As a Schwab client, you will have access to:

  • An international wire team to facilitate currency exchanges and money movement.
  • In-person and online workshops showcasing Schwab's platforms, market insights, and trading education.
  • Local and U.S.-based client support and specialists to discuss specific investing or trading needs.

Brokerage account features for U.S. expatriates living abroad

As a U.S. citizen living abroad, enjoy a number of advantages with Schwab, including:

  • Competitive rates of exchange when transitioning from the U.S. dollar to another major currency, and vice versa.
  • Simplified U.S. tax reporting due to all accounts being U.S.-domiciled dollar accounts.
  • Clear online reporting and a 1099 form to help IRS filing.

Schwab trading platforms to support U.S. expat investing

As a Schwab client, you have access to market insights and online tools including:

  • The ability to stay connected to the markets and trade via the Schwab website using your computer, tablet, and mobile device.

  • Access to thinkorswim® trading platforms that offer powerful features and real-time insights designed to fit any trading style and skill level.

Common questions about U.S. expat investing

Charles Schwab serves U.S. expats with brokerage accounts and investment solutions designed for international use. These investment accounts allow expatriates to invest in the U.S. market with in-depth support, streamlined trading platforms, and a range of investment choices.

Charles Schwab offers U.S. expatriates a broad range of investment choices, along with comprehensive investment education. Clients benefit from 24/5 trading access to over 1,100 popular stocks and ETFs, and opportunities to tap into over 40 Schwab Investing Themes®.1 It also allows expatriates to consult with U.S. investment professionals, such as a Wealth Advisor and a dedicated Financial Consultant.2

U.S. expats can invest through international-friendly firms like Charles Schwab, which offers brokerage accounts for eligible expats. Keep in mind, though, that tax rules and reporting requirements can be complex. Schwab does not provide tax advice, so professional guidance is recommended.

Start investing in the U.S. market today.

Have more questions? We're here to help.

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